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ParPrice Portal

Last Update vor einem Jahr

Add Client Appointment in the Calendar Assign Appointment to a Team Member Adding a quick Contact in the Portal Edit a Contact record. Adding a Lead source to a Contact

Adding a new Team Member for the ParPrice app

Steps for an Admin to add a user to the team and give them access to the ParPrice app

Morgan

Last Update vor einem Jahr

Step 1: Click Manage Team from the left side menu.

Step 2: Click Add User

Step 3: Enter Required Fields.

Descriptions of key fields:

Address Field
    • This is for your records only. This is not visible to clients.
Send Quotes via SMS
    • This allows reps to send proposals to clients via SMS text. If this is not enabled, reps will only have the ability to send proposals via email.
Permissions
    • User is recommended for sales reps. A user permission level only allows a rep to access the mobile application and view data they own.
    • Manager will have access to the mobile application and the web portal. They can view all data for the entire team but cannot make edits to Admin settings.
    • Admin has full access to both the mobile application and the web portal. Recommended for the Account Owner.

Profile Image

    • You can upload a profile image of your team or leave this field empty and your team member will update when they download the mobile application.

Step 5: Click Update

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